Education Center

Have a question you don’t know how to ask? Welcome to your source for trusted financial advice.

As the saying goes, you don’t know what you don’t know. Our education center is one place where you can go rain or shine, in your business suit or in pajamas, to find out about your options. This is where we define terms, explain rules, look up tax codes, and troubleshoot problems that are most likely to seem frustrating as you plan for retirement.

Finally – one place where you can get the facts and answers, right at your fingertips.

Don’t see what you’re looking for? No problem – drop me a line and tell me what you need to know. I will be happy to get back to you.

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YOUR 401(K) AND THE IRS

Defined-contribution plans such as a 401(k), 403(b), 457(b) plan or profit-sharing plans are a...